Company Name
Mott Capital Management, LLC

  • Address
  • 101 Seventh Street
  • Garden City
  • New York
  • 11530

Mott Capital Management, LLC

Mott Capital Management uses a long-term thematic growth approach to investing in equities. We search for investments that both reflect and help to shape generational and demographic shifts. Mott uses a philosophy of buying these companies for a 3- to 5-year time horizon, with the belief that a long-term holding period gives themes and our chosen companies a chance to fully develop. In our view, the long time horizon also serves to mitigate the risk associated with the short-term impact of market volatility.

Investment portfolio

Mott Capital Management uses a long-term thematic growth approach to investing in equities. We search for investments that both reflect and help to shape generational and demographic shifts. Mott uses a philosophy of buying these companies for a 3- to 5-year time horizon, with the belief that a long-term holding period gives themes and our chosen companies a chance to fully develop. In our view, the long time horizon also serves to mitigate the risk associated with the short-term impact of market volatility.

Strategy
Stocks
Sharpe ratio
2.31 365 days
Performance
21.5% 365 days
Risk score
Fees
  • 1.5% fee
  • $20,000 min

Portfolio commentary

  1. Profile Picture Tesla is the new Apple September 19, 2017

    Like Apple, Tesla is developing a powerful brand ecosystem

  2. Profile Picture Gilead fires up biotech September 11, 2017
  3. Profile Picture Tesla is a tech play June 24, 2016
  4. Profile Picture Stepping back from the pack May 16, 2016
  5. Profile Picture Acadia's Parkinson’s drug Nuplazid clears key hurdle March 31, 2016
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Important Information

1. Performance of the Portfolio Manager's account is calculated by IB Asset Management on a daily time-weighted basis, including cash, dividends and earnings distributions and broker commissions. Manager returns include trades and positions that fail IB Asset Management's trading rules, as a result, actual client returns will differ. IB Asset Management advisory fees are simulated and applied retro-actively to present the portfolio return "net-of-fees".

2. Past performance is no guarantee of future results. Periodic and since inception performance returns are calculated daily. Monthly vs. S&P 500 return and the corresponding spark chart is calculated to the most recent month end date.

3. The investment minimum is the minimum investment required to follow a particular portfolio. The minimum amount is determined by IB Asset Management, based on the characteristics of the underlying portfolio. It should not be considered as specific investment advice for your investment situation.